+182.6%
WES vs VT
+53.2%
+129.4%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.2% | -3.5% |
| 7D | -11.3% | -4.2% | -7.1% | -8.6% |
| 30D | -11.9% | -5.8% | -6.1% | -8.2% |
| 3M | -11.9% | -5.2% | -6.6% | -8.6% |
| 6M | -3.0% | +0.1% | -3.2% | -3.9% |
| YTD | +9.7% | +8.2% | +1.5% | +1.8% |
| 1Y | +13.3% | +10.1% | +3.2% | +3.6% |
| 3Y | +81.0% | +69.7% | +11.3% | +13.5% |
| 5Y | +182.6% | +53.4% | +129.2% | +85.4% |
| All | +182.6% | +53.2% | +129.4% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling